Mount Yale Investment Advisors LLC Reduces Holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Mount Yale Investment Advisors LLC lessened its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) by 46.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 6,273 shares of the company’s stock after selling 5,363 shares during the quarter. Mount Yale Investment Advisors LLC’s holdings in iShares ESG Aware MSCI USA ETF were worth $792,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. TIAA Trust National Association increased its position in shares of iShares ESG Aware MSCI USA ETF by 15.4% during the second quarter. TIAA Trust National Association now owns 5,291,135 shares of the company’s stock valued at $633,274,000 after acquiring an additional 707,159 shares during the last quarter. SG Americas Securities LLC acquired a new stake in iShares ESG Aware MSCI USA ETF in the 1st quarter valued at approximately $47,807,000. BNP Paribas Financial Markets lifted its stake in iShares ESG Aware MSCI USA ETF by 386.8% during the first quarter. BNP Paribas Financial Markets now owns 450,787 shares of the company’s stock worth $51,822,000 after purchasing an additional 358,182 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in iShares ESG Aware MSCI USA ETF by 3.3% during the first quarter. JPMorgan Chase & Co. now owns 11,029,932 shares of the company’s stock worth $1,268,001,000 after purchasing an additional 355,054 shares in the last quarter. Finally, Toronto Dominion Bank acquired a new stake in shares of iShares ESG Aware MSCI USA ETF in the first quarter valued at $27,935,000.

iShares ESG Aware MSCI USA ETF Trading Down 0.0 %

ESGU opened at $127.07 on Friday. The stock’s 50-day moving average price is $124.60 and its 200 day moving average price is $119.58. iShares ESG Aware MSCI USA ETF has a 12-month low of $89.69 and a 12-month high of $128.67. The firm has a market cap of $13.51 billion, a price-to-earnings ratio of 25.85 and a beta of 1.02.

iShares ESG Aware MSCI USA ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Monday, September 30th. Stockholders of record on Wednesday, September 25th were paid a $0.4387 dividend. The ex-dividend date was Wednesday, September 25th.

About iShares ESG Aware MSCI USA ETF

The iShares ESG Aware MSCI USA ETF (ESGU) is an exchange-traded fund that is based on the MSCI USA Extended ESG Focus index. The fund tracks an index composed of US companies that are selected and weighted for positive environmental, social and governance characteristics. ESGU was launched on Dec 1, 2016 and is managed by BlackRock.